Health insurance company Oscar Health (NYSE:OSCR) will be reporting earnings this Wednesday morning. Here’s what to expect.
Oscar Health beat analysts’ revenue expectations by 6.9% last quarter, reporting revenues of $3.05 billion, up 42.1% year on year. It was a stunning quarter for the company, with a solid beat of analysts’ EPS estimates.
Is Oscar Health a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Oscar Health’s revenue to grow 33.7% year on year to $2.97 billion, slowing from the 46% increase it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.84 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Oscar Health has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Oscar Health’s peers in the health insurance providers segment, some have already reported their Q2 results, giving us a hint as to what we can expect. CVS Health delivered year-on-year revenue growth of 8.4%, beating analysts’ expectations by 5.1%, and Alignment Healthcare reported revenues up 49%, topping estimates by 5.7%. CVS Health’s stock price was unchanged after the resultswhile Alignment Healthcare was up 5.7%.
Read our full analysis of CVS Health’s results here and Alignment Healthcare’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the health insurance providers stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.3% on average over the last month. Oscar Health is down 17% during the same time and is heading into earnings with an average analyst price target of $11.29 (compared to the current share price of $13.95).
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